by CreativeOne | Sep 30, 2013 | Marketing
One of the largest areas of concern among retirees and pre-retirees is Social Security. In 2013, almost 58 million Americans will receive $816 billion in Social Security benefits, according to the Social Security Administration. Every day people are trying to...
by CreativeOne | Sep 23, 2013 | Insurance
A typical annuity sale might work like this: You meet with the client to understand his or her retirement income needs. You obtain basic information such as age, the amount of money the client can put into an annuity, and when he or she wants to receive income. Then...
by CreativeOne | Sep 19, 2013 | Insurance, Products & Carriers, Uncategorized
Annexus Research Institute proudly announces: Mitigating the Four Major Risks of Sustainable Inflation-Adjusted Retirement Income Whitepaper, co-written by Rex Voegtlin, MS, CFP, CAP, CASL and Wade Pfau, Ph.D, CFA. We invite you to be the first to attend the...
by CreativeOne | Aug 27, 2013 | Marketing
Have you experienced this? You call a “leads vendor” that promises to identify qualified, affluent consumer leads for you. Subsequently, the lead you contact either tells you to buzz off – or you meet with them only to discover they have minimal assets. Grrrrr. If the...
by CreativeOne | Aug 22, 2013 | Uncategorized
The decision to purchase long-term care (LTC) insurance is one that’s important to ponder; the downsides of not having care can be devastating whether one wants to recognize it or not. Unfortunately, many times the best decision unveils itself after it’s too late to...
